The Secure Act 2.0 is ever-evolving and has brought up some important questions recently, so lets go over them! Laurie Kaplan, CPA, partner at Michael Silver, joins Nicole for her second time on the

Estate planning is important for everyone, but why is it especially important for the sandwich generation? In this episode, Nicole introduces fellow Private Vista colleague, Jeff Toner, CHFC, RICP,

The year-end holidays can be the most stressful time of the year, from family gatherings and tensions to tight deadlines at work. But what if we told you they dont have to be? In this episode, Nicole

Are you passionate about changing lives, uplifting those around you, and creating a better world? Join us in celebrating Giving Tuesday, a global movement to unleash the power of radical generosity. I

How can you optimize your year-end financial planning? With the end of the year nearing, its a good idea to review our financial plans and look at what we have set up for the long-term. In this epis

Are you prepared to face the digital phantoms lurking in your inbox? This Cybersecurity Awareness Month, arm yourself with knowledge. Just as we take precautions during Halloween, its essential to be

Divorce can be a challenging journey for many, and it requires careful consideration and planning, especially during the holiday season. In this episode, Nicole Romito continues the conversation with

What are the best alternatives to litigation in divorce? Lets ask family law attorneys. In this episode, Nicole Romito welcomes family law attorneys Beth McCormack and Jason Sposeep to talk about the

Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning? In this episode, Nicole is joined by Private Vistas very own Sean Julian to discuss the conce

Sometimes, the path to a fulfilling career is far from straightforward. In todays episode, Nicole Romito from Private Vista dives into the career journey of Mahogany Person, an emerging talent in the